See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,303 | $110,257-59.8% | $96,544-54.1% | $139,434-68.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.78% | 26.32%-9.5pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $918 | $3,620-74.6% | $2,965-69.0% | $4,751-80.7% |
| Participant deferral / active EE | $2,438 | $5,548-56.0% | $4,851-49.7% | $6,710-63.7% |
| Admin fee / account holder | $2,307 | $11,591-80.1% | $8,252-72.0% | $11,403-79.8% |